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Edge20 Mar 2026
Tetra Pak: The Shape of Innovation
The story of Tetra Pak, the Rausing family, and how a paper tetrahedron gave rise to a company that now delivers almost 180 billion packages a year.
New Jersey Resources
New Jersey Resources (NJR) investor relations material
New Jersey Resources Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary3 Feb, 2026
Executive summary
Fiscal 2026 first-quarter net income was $122.5 million ($1.22 per share), down from $131.3 million ($1.32 per share) year-over-year, mainly due to a prior-year gain on the sale of solar assets.
NFE for the quarter was $118.2 million ($1.17 per share), compared to $128.9 million ($1.29 per share) in the prior year.
Fiscal 2026 NFEPS guidance was raised by $0.25 to $3.28–$3.43 per share, marking the sixth consecutive year of increased guidance, driven by Energy Services outperformance during Winter Storm Fern.
Utility, storage & transportation, and clean energy segments all contributed to growth, with Energy Services and Natural Gas Distribution posting strong results due to market volatility and higher base rates.
Dividend raised for the 30th consecutive year, with FY2026 annual dividend at $1.90 per share.
Financial highlights
Operating revenues rose to $604.9 million from $488.4 million year-over-year, driven by higher natural gas prices and increased base rates.
Utility gross margin increased to $206.3 million from $181.3 million, reflecting higher base rates and customer growth.
Cash flows from operations improved to $26.7 million from $(9.0) million, mainly due to higher base rates.
Capital expenditures for the quarter were $163.6 million, up from $149.6 million year-over-year.
Energy Services NFE nearly doubled year-over-year, from $7.8 million to $16.3 million.
Outlook and guidance
Fiscal 2026 NFEPS guidance raised to $3.28–$3.43 per share, reflecting strong Energy Services performance.
Long-term NFEPS growth target remains at 7–9% annually through 2030, based on a fiscal 2025 base of $2.83 per share.
Five-year CapEx outlook reaffirmed at $4.8–$5.2 billion through 2030, with over 60% dedicated to the utility.
Capital expenditures for fiscal 2026 projected at $430M–$480M for Natural Gas Distribution and $210M–$290M for Clean Energy Ventures.
Management expects to fund obligations through cash flows, available credit, and new debt issuances.
Portion of NFEPS guidance increase from ES Jan?
CEV NFE growth outlook sans prior asset sale gain?
Reconcile 2026 NFEPS guidance with long-term target.
Leaf River 4th cavern commercial interest
NJ regulatory impact on CEV project pipeline
Energy Services future outperformance drivers
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Latest events from New Jersey Resources
- Q3 FY2024 net loss reported; NFEPS guidance reaffirmed and NJNG filed for a $219.6M rate hike.NJR
Q3 20242 Feb 2026 - Strong growth, stable dividends, and solar expansion drive 11%-13% investor returns.NJR15th Annual Midwest IDEAS Investor Conference22 Jan 2026
- Directors re-elected, dividend growth affirmed, and strategic expansion plans highlighted.NJRAGM 202621 Jan 2026
- FY2024 NFEPS hit $2.95, with 2025 guidance of $3.05–$3.20 and a 7.1% dividend increase.NJRQ4 202412 Jan 2026
- Directors reelected, dividend growth affirmed, and strategy focuses on reliability and clean energy.NJRAGM 202510 Jan 2026
- Earnings and NFEPS surged on solar asset sale and new rates; 2025 guidance tops long-term targets.NJRQ1 20258 Jan 2026
- Shareholders to vote virtually on directors, compensation, stock plan, and auditor ratification.NJRProxy Filing10 Dec 2025
- Exceeded growth targets, advanced ESG, and proposed new equity plan and board refreshment.NJRProxy Filing10 Dec 2025
- Strong financial results, board governance, and ESG-linked executive pay drive 2024 proxy agenda.NJRProxy Filing1 Dec 2025
Next New Jersey Resources earnings date
Q2 20265 May, 2026
New Jersey Resources
Next New Jersey Resources earnings date
Q2 20265 May, 2026
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